Mount Yale Investment Advisors, LLC National Grid PLC Transaction History

Mount Yale Investment Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$57.55 - $69.3 $35,047 - $42,203	609 Added 7.93%	8,289 $563,000
Q3 2023 Oct 11, 2023	BUY	$59.79 - $68.92 $23,796 - $27,430	398 Added 5.47%	7,680 $465,000
Q2 2023 Aug 14, 2023	BUY	$66.05 - $74.22 $36,921 - $41,488	559 Added 8.31%	7,282 $490,000
Q1 2023 May 11, 2023	BUY	$60.49 - $67.99 $149,289 - $167,799	2,468 Added 58.0%	6,723 $457,000
Q4 2022 Feb 13, 2023	SELL	$47.88 - $63.17 $86,375 - $113,958	-1,804 Reduced 29.77%	4,255 $256,000
Q3 2022 Nov 07, 2022	BUY	$51.49 - $82.0 $35,888 - $57,154	697 Added 13.0%	6,059 $312,000
Q2 2022 Aug 02, 2022	BUY	$63.23 - $80.01 $339,039 - $429,013	5,362 New	5,362 $347,000
Q4 2018 Feb 14, 2019	SELL	$46.72 - $55.8 $68,818 - $82,193	-1,473 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$50.55 - $58.59 $24,921 - $28,884	493 Added 50.31%	1,473 $82,000
Q2 2018 Aug 22, 2018	BUY	$54.93 - $59.64 $12,853 - $13,955	234 Added 31.37%	980 $55,000
Q1 2018 Jun 25, 2018	BUY	$51.59 - $59.0 $38,486 - $44,014	746 New	746 $42,000

502

38.1M

809K

217K

Ticker NGG
Exchange OTC
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 732,033,024
Market Cap $43.6B
Description
National Grid plc transmits and distributes electricity and gas. The company operates through UK Electricity Transmission, UK Electricity Distribution, UK Electricity System Operator, New England, and New York segments. The UK Electricity Transmission segment provides electricity transmission and construction work services in England and Wales. ...

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